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Merck
MRK

Overview Fund Activity

2,486 hedge funds and large institutions have $147B invested in Merck in 2020 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 1,164 increasing their positions, 885 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,486
Holders Change
+18
Holders Change %
+0.73%
% of All Funds
51.1%
Holding in Top 10
156
Holding in Top 10 Change
-85
Holding in Top 10 Change %
-35.27%
% of All Funds
3.21%
New
142
Increased
1,164
Reduced
885
Closed
97
Calls
$1.22B
Puts
$1.01B
Net Calls
+$205M
Net Calls Change
+$203M

Top Buyers

1
Nordea Investment Management
Nordea Investment Management
Sweden
+$665M
2
Capital International Investors
Capital International Investors
California
+$632M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$524M
4
Franklin Resources
Franklin Resources
California
+$410M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$278M

Top Sellers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$431M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$428M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$368M
4
Capital World Investors
Capital World Investors
California
-$367M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$326M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
1901
Stewart & Patten Company
California
$517K +$74 +1 +0%
BLAM
1902
Bourne Lent Asset Management
New York
$516K – – –
SIA
1903
Soltis Investment Advisors
Utah
$515K +$286K +3,878 +125%
HIM
1904
Hillsdale Investment Management
Ontario, Canada
$514K -$148K -2,002 -22%
CCA
1905
Conestoga Capital Advisors
Pennsylvania
$514K – – –
IC
1906
InterOcean Capital
Illinois
$514K +$3.69K +50 +0.7%
AIA
1907
Alera Investment Advisors
Illinois
$513K +$39.2K +531 +8%
CA
1908
Crumly & Associates
Illinois
$512K +$219K +2,971 +75%
SIM
1909
SSI Investment Management
California
$511K -$7.18K -97 -1%
ECM
1910
Elgethun Capital Management
South Dakota
$511K +$4.78K +73 +0.9%
CIC
1911
Chase Investment Counsel
Virginia
$511K +$89.9K +1,219 +21%
W
1912
WealthStone
Ohio
$511K +$511K +6,920 New
VC
1913
Vicus Capital
Pennsylvania
$509K -$96.3K -1,304 -16%
TW
1914
Transform Wealth
Colorado
$508K +$5.69K +77 +1%
Twin Tree Management
1915
Twin Tree Management
Texas
$508K +$508K +6,881 New
OCM
1916
Orser Capital Management
Texas
$507K – – –
LWP
1917
Legacy Wealth Partners
California
$507K +$28.9K +392 +6%
GFP
1918
Gryphon Financial Partners
Ohio
$506K -$3.39K -46 -0.7%
SWM
1919
Sugarloaf Wealth Management
Georgia
$506K +$738 +10 +0.1%
MCM
1920
McRae Capital Management
New Jersey
$505K -$20.3K -275 -4%
GBBWRPM
1921
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$504K -$7.67K -104 -1%
AIM
1922
Axiom Investment Management
New York
$502K +$154K +2,096 +44%
AO
1923
Advisor OS
Illinois
$502K +$502K +6,797 New
PCTC
1924
Perkins Coie Trust Company
Washington
$501K -$23.2K -315 -4%
ACS
1925
Archford Capital Strategies
Illinois
$501K -$20.9K -283 -4%
75 76
77
78 79